Filing Research | SJM - SMUCKER J M CO Institutional Holdings

Snapshot holdings

50 / 222 loaded

#		Instrument	quantity
1	Vest Financial, LLC	Shares	507.2KSH	$57.1M
2	Douglas Lane & Associates, LLC	Shares	279.5KSH	$31.4M
3	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	151.7KSH	$17.1M
4	Gradient Investments LLC	Shares	134.7KSH	$15.2M
5	Assenagon Asset Management S.A.	Shares	134.1KSH	$15.1M
6	Sound Income Strategies, LLC	Shares	120.5KSH	$13.6M
7	LBP AM SA	Shares	109.6KSH	$12.3M
8	Cyndeo Wealth Partners, LLC	Shares	95.1KSH	$10.7M
9	Clark & Stuart, Inc	Shares	71.8KSH	$8.1M
10	Sage Capital Advisors,llc	Shares	71.0KSH	$8.0M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	68.8KSH	$7.7M
12	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	63.5KSH	$7.1M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	65.1KSH	$7.1M
14	Oak Thistle LLC	Shares	56.0KSH	$6.3M
15	INTACT INVESTMENT MANAGEMENT INC.	Shares	53.3KSH	$6.0M
16	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	48.1KSH	$5.4M
17	Police & Firemen's Retirement System of New Jersey	Shares	46.9KSH	$5.3M
18	Mirae Asset Global Investments Co., Ltd.	Shares	39.1KSH	$4.4M
19	GHP Investment Advisors, Inc.	Shares	38.2KSH	$4.3M
20	Abundance Wealth Counselors	Shares	33.8KSH	$3.8M
21	Palouse Capital Management, Inc.	Shares	33.7KSH	$3.8M
22	PARTHENON LLC	Shares	31.1KSH	$3.5M
23	Czech National Bank	Shares	30.4KSH	$3.4M
24	apricus wealth, LLC	Shares	29.4KSH	$3.3M
25	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	23.6KSH	$2.7M
26	Poehling Capital Management, INC.	Shares	23.0KSH	$2.6M
27	HM PAYSON & CO	Shares	20.0KSH	$2.3M
28	HBW ADVISORY SERVICES LLC	Shares	19.1KSH	$2.1M
29	TOTH FINANCIAL ADVISORY CORP	Shares	18.1KSH	$2.0M
30	Dorato Capital Management	Shares	17.4KSH	$1.9M
31	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	16.9KSH	$1.9M
32	Townsend & Associates, Inc	Shares	16.6KSH	$1.9M
33	Sivia Capital Partners, LLC	Shares	16.0KSH	$1.8M
34	Farther Finance Advisors, LLC	Shares	12.9KSH	$1.5M
35	JOHNSON INVESTMENT COUNSEL INC	Shares	12.2KSH	$1.4M
36	Royal Fund Management, LLC	Shares	12.2KSH	$1.4M
37	Westhampton Capital, LLC	Shares	10.4KSH	$1.2M
38	Blackhawk Capital Partners, LLC	Shares	9.6KSH	$1.1M
39	Everhart Financial Group, Inc.	Shares	9.6KSH	$1.1M
40	Aspire Private Capital, LLC	Shares	9.5KSH	$1.1M
41	Friedenthal Financial	Shares	9.4KSH	$1.1M
42	Sequoia Financial Advisors, LLC	Shares	9.0KSH	$1.0M
43	Merit Financial Group, LLC	Shares	8.9KSH	$1.0M
44	Alpha Omega Wealth Management LLC	Shares	8.7KSH	$982.4K
45	Composition Wealth, LLC	Shares	8.1KSH	$913.6K
46	Curbstone Financial Management Corp	Shares	8.1KSH	$908.8K
47	J.W. COLE ADVISORS, INC.	Shares	7.9KSH	$886.1K
48	MFA WEALTH ADVISORS, LLC	Shares	7.2KSH	$811.4K
49	Robeco Institutional Asset Management B.V.	Shares	6.2KSH	$698.6K
50	Global X Japan Co., Ltd.	Shares	6.2KSH	$693.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 236 loaded

#		Instrument
1	Vest Financial, LLC added	Shares	+447	+$8.2M	$57.1M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+52.4K	+$5.8M	$7.1M
3	Douglas Lane & Associates, LLC added	Shares	+5.4K	+$5.0M	$31.4M
4	Sound Income Strategies, LLC added	Shares	+30.5K	+$5.0M	$13.6M
5	LBP AM SA added	Shares	+22.5K	+$3.9M	$12.3M
6	Palouse Capital Management, Inc. new	Shares	+33.7K	+$3.8M	$3.8M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+31.3K	+$3.8M	$5.3M
8	Oak Thistle LLC added	Shares	+28.5K	+$3.6M	$6.3M
9	Abundance Wealth Counselors added	Shares	+26.1K	+$3.1M	$3.8M
10	INTACT INVESTMENT MANAGEMENT INC. added	Shares	+22.0K	+$3.0M	$6.0M
11	CANTOR FITZGERALD INVESTMENT ADVISORS L.P. added	Shares	+1.4K	+$2.6M	$17.1M
12	Gradient Investments LLC added	Shares	+4.1K	+$2.6M	$15.2M
13	Cyndeo Wealth Partners, LLC added	Shares	+5.1K	+$2.0M	$10.7M
14	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+13.6K	+$1.6M	$1.9M
15	Clark & Stuart, Inc added	Shares	+3.9K	+$1.5M	$8.1M
16	THOMPSON INVESTMENT MANAGEMENT, INC. added	Shares	+4.9K	+$1.5M	$7.1M
17	Assenagon Asset Management S.A. trimmed	Shares	-7.4K	+$1.4M	$15.1M
18	Sage Capital Advisors,llc added	Shares	+1.0K	+$1.2M	$8.0M
19	Sivia Capital Partners, LLC added	Shares	+9.7K	+$1.2M	$1.8M
20	Mirae Asset Global Investments Co., Ltd. added	Shares	+4.7K	+$1.1M	$4.4M
21	Blackhawk Capital Partners, LLC new	Shares	+9.6K	+$1.1M	$1.1M
22	Friedenthal Financial new	Shares	+9.4K	+$1.1M	$1.1M
23	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+2.3K	+$995.1K	$5.4M
24	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.3K	+$979.3K	$7.7M
25	Farther Finance Advisors, LLC added	Shares	+7.1K	+$896.8K	$1.5M
26	J.W. COLE ADVISORS, INC. new	Shares	+7.9K	+$886.1K	$886.1K
27	apricus wealth, LLC added	Shares	+3.4K	+$798.6K	$3.3M
28	GHP Investment Advisors, Inc. added	Shares	+991	+$708.5K	$4.3M
29	Czech National Bank added	Shares	+1.3K	+$612.7K	$3.4M
30	Merit Financial Group, LLC added	Shares	+4.5K	+$580.5K	$1.0M
31	PARTHENON LLC trimmed	Shares	-200	+$480.9K	$3.5M
32	Dorato Capital Management added	Shares	+1.2K	+$425.1K	$1.9M
33	Poehling Capital Management, INC. added	Shares	+548	+$422.2K	$2.6M
34	Everhart Financial Group, Inc. added	Shares	+2.5K	+$394.4K	$1.1M
35	HBW ADVISORY SERVICES LLC added	Shares	+864	+$389.3K	$2.1M
36	HM PAYSON & CO unchanged	Shares	0	+$321.4K	$2.3M
37	Apollon Wealth Management, LLC new	Shares	+2.6K	+$289.9K	$289.9K
38	JOHNSON INVESTMENT COUNSEL INC added	Shares	+951	+$287.8K	$1.4M
39	Townsend & Associates, Inc trimmed	Shares	-158	+$275.1K	$1.9M
40	Walser Wealth Management Company, A Ltd Liability Co added	Shares	+1.9K	+$273.7K	$614.5K
41	WADDELL & ASSOCIATES, LLC new	Shares	+2.3K	+$261.2K	$261.2K
42	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.3K	+$253.1K	$2.7M
43	MISSION WEALTH MANAGEMENT, LP new	Shares	+2.2K	+$248.1K	$248.1K
44	Prospera Financial Services Inc new	Shares	+2.1K	+$236.0K	$236.0K
45	Rathbones Group PLC new	Shares	+2.0K	+$225.0K	$225.0K
46	HMS Capital Management, LLC new	Shares	+2.0K	+$224.7K	$224.7K
47	Significant Wealth Partners LLC new	Shares	+1.9K	+$211.2K	$211.2K
48	NorthCrest Asset Manangement, LLC new	Shares	+1.9K	+$207.8K	$207.8K
49	CIDEL ASSET MANAGEMENT INC new	Shares	+1.8K	+$207.3K	$207.3K
50	CHICAGO TRUST Co NA new	Shares	+1.8K	+$206.2K	$206.2K

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